Service Center Representative

Service Center Representative

Division : Employee Benefits

Reports To : Director Of Account Servicing

Status : Full-time; Non-Exempt

Position Purpose

Assist the service team with processing duties and documentation of renewals. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business. Build solid partnership with Producers, Account Executives, Account Managers and Account Service Representatives. Make a positive contribution to the overall success of the Cross Insurance Employee Benefits team.

Responsibilities

Essential Functions

Follow Quality Management guidelines to ensure proper and timely administration of assigned duties and functions. Process enrollments / terminations in appropriate carrier websites or via email to carrier customer support. Create and maintain cases in Salesforce. Assist Team with pulling of renewals and saving to our agency management system. Pull monthly claims reports from appropriate carrier websites and document in our agency management system. Complete tasks in Salesforce.

Additional Responsibilities

Attend and complete any training sessions or assignments as required. Adhere to client service standards of the department and agency. Perform other tasks on projects as needed / assigned.

Qualifications Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• College degree preferred, however at a minimum a high school diploma or equivalent degree.
• Possess communication skills necessary to communicate with insurance concerning the administration of employee benefit coverage lines.
• High level of patience and empathy while working under pressure.
• Intermediate knowledge of Microsoft Word and Excel preferred.
• Strong organizational skills, high attention to detail, responsive and self-motivated.
• Team player and task oriented.
• Possesses a bias for action and avoids workplace distractions.